Qualified enquiries in. Proposals out the same day.
Intake that qualifies, conflicts and documents collected up front, proposals with e-signature, and a client portal that keeps everyone current.
Where professional services lose work.
Partners do intake
Billable hours go to unqualified enquiries.
Documents arrive by email
Missing files delay every engagement.
Proposals take a week
Prospects sign with the firm that replied first.
What the gap is costing you.
Monthly loss statement
Illustrative estimate from your inputs, not a guarantee: revenue opportunity, not verified lost profit.
From first contact to booked.
We connect to the practice tools you already use where their APIs allow (for example Clio, Karbon, QuickBooks, Microsoft 365, Google Workspace).
Illustrative timeline of the workflow we install. Times vary by business.
We run this system ourselves.
Every number below comes from Wasatch Cleaners, the operating company we own and run on this stack.
Wasatch Cleaners production system · July to October 2026
Three ways in.
Free teardown
Score your website and get the three fixes worth the most enquiries.
Missed-call text-back
Missed calls answered by automatic text and routed to a person.
Full operating system
Intake, quoting, scheduling, follow-up and reporting, connected.
What owners ask first.
Is client information secure?
Yes: access by role, multi-factor sign-in, audit logs and no client documents in chat tools.
Can intake check conflicts?
Intake collects the parties and routes them to your conflict check before anyone replies.
Do proposals include payment?
Proposals can take e-signature and a deposit, then open a client workspace automatically.
Talk to the people who build it.
No account managers in between. You speak with the founders, and the founders build your system.